Wellington Shields Capital Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
3,400
| – | – | 0.04% | 210 |
|
|
2025
Q1 | $255K | Hold |
3,400
| – | – | 0.05% | 201 |
|
|
2024
Q4 | $260K | Hold |
3,400
| – | – | 0.05% | 207 |
|
|
2024
Q3 | $265K | Hold |
3,400
| – | – | 0.05% | 221 |
|
|
2024
Q2 | $243K | Hold |
3,400
| – | – | 0.04% | 220 |
|
|
2024
Q1 | $276K | Hold |
3,400
| – | – | 0.05% | 209 |
|
|
2023
Q4 | $249K | Sell |
3,400
-592
| -15% | -$43.3K | 0.03% | 210 |
|
|
2023
Q3 | $264K | Hold |
3,992
| – | – | 0.03% | 204 |
|
|
2023
Q2 | $296K | Hold |
3,992
| – | – | 0.04% | 191 |
|
|
2023
Q1 | $308K | Hold |
3,992
| – | – | 0.04% | 191 |
|
|
2022
Q4 | $305K | Hold |
3,992
| – | – | 0.04% | 192 |
|
|
2022
Q3 | $282K | Hold |
3,992
| – | – | 0.07% | 193 |
|
|
2022
Q2 | $338K | Hold |
3,992
| – | – | 0.04% | 184 |
|
|
2022
Q1 | $326K | Sell |
3,992
-18,700
| -82% | -$1.53M | 0.04% | 215 |
|
|
2021
Q4 | $1.78M | Buy |
22,692
+11,291
| +99% | +$887K | 0.23% | 94 |
|
|
2021
Q3 | $895K | Sell |
11,401
-12,699
| -53% | -$997K | 0.12% | 133 |
|
|
2021
Q2 | $1.87M | Hold |
24,100
| – | – | 0.23% | 90 |
|
|
2021
Q1 | $1.9M | Hold |
24,100
| – | – | 0.18% | 103 |
|
|
2020
Q4 | $1.79M | Buy |
24,100
+12,700
| +111% | +$943K | 0.24% | 85 |
|
|
2020
Q3 | $709K | Buy |
11,400
+1,000
| +10% | +$62.2K | 0.11% | 123 |
|
|
2020
Q2 | $568K | Hold |
10,400
| – | – | 0.09% | 146 |
|
|
2020
Q1 | $475K | Hold |
10,400
| – | – | 0.09% | 148 |
|
|
2019
Q4 | $890K | Hold |
10,400
| – | – | 0.14% | 134 |
|
|
2019
Q3 | $826K | Sell |
10,400
-3,000
| -22% | -$238K | 0.13% | 140 |
|
|
2019
Q2 | $948K | Sell |
13,400
-100
| -0.7% | -$7.08K | 0.16% | 117 |
|
|
2019
Q1 | $901K | Hold |
13,500
| – | – | 0.15% | 122 |
|
|
2018
Q4 | $846K | Hold |
13,500
| – | – | 0.16% | 124 |
|
|
2018
Q3 | $989K | Hold |
13,500
| – | – | 0.16% | 135 |
|
|
2018
Q2 | $922K | Sell |
13,500
-176,902
| -93% | -$12.1M | 0.15% | 133 |
|
|
2018
Q1 | $11.4M | Hold |
190,402
| – | – | 1.73% | 5 |
|
|
2017
Q4 | $11.6M | Sell |
190,402
-1,330
| -0.7% | -$80.8K | 1.8% | 5 |
|
|
2017
Q3 | $10.3M | Hold |
191,732
| – | – | 1.7% | 5 |
|
|
2017
Q2 | $9.65M | Hold |
191,732
| – | – | 1.57% | 5 |
|
|
2017
Q1 | $9.96M | Sell |
191,732
-250
| -0.1% | -$13K | 1.61% | 5 |
|
|
2016
Q4 | $10.6M | Sell |
191,982
-2,430
| -1% | -$135K | 1.76% | 5 |
|
|
2016
Q3 | $9.53M | Hold |
194,412
| – | – | 1.66% | 5 |
|
|
2016
Q2 | $9.86M | Hold |
194,412
| – | – | 1.67% | 4 |
|
|
2016
Q1 | $9.09M | Sell |
194,412
-1,601
| -0.8% | -$74.8K | 1.59% | 6 |
|
|
2015
Q4 | $8.04M | Buy |
196,013
+250
| +0.1% | +$10.3K | 1.36% | 6 |
|
|
2015
Q3 | $7.63M | Hold |
195,763
| – | – | 1.31% | 5 |
|
|
2015
Q2 | $7.07M | Sell |
195,763
-500
| -0.3% | -$18.1K | 1.08% | 9 |
|
|
2015
Q1 | $7.41M | Sell |
196,263
-975
| -0.5% | -$36.8K | 1.11% | 8 |
|
|
2014
Q4 | $7.83M | Sell |
197,238
-500
| -0.3% | -$19.8K | 1.25% | 7 |
|
|
2014
Q3 | $7.5M | Hold |
197,738
| – | – | 1.24% | 9 |
|
|
2014
Q2 | $7.41M | Buy |
197,738
+153,578
| +348% | +$5.75M | 1.16% | 10 |
|
|
2014
Q1 | $1.6M | Buy |
44,160
+27,810
| +170% | +$1.01M | 0.27% | 68 |
|
|
2013
Q4 | $590K | Hold |
16,350
| – | – | 0.11% | 175 |
|
|
2013
Q3 | $520K | Hold |
16,350
| – | – | 0.1% | 179 |
|
|
2013
Q2 | $559K | Buy |
+16,350
| New | +$559K | 0.1% | 180 |
|